Duncan MacPherson

  • Advisors Feel Pinch of Compensation Squeeze

    By Ellen Uzelac  |  September 25, 2012

    Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.

  • Pareto Principle

    By Staff Writer  |  July 1, 2006

    Its deal with Cadaret, Grant to customize its existing CRM software was the first of its kind for the nearly six-year-old firm Pareto Systems, says...

  • Contact Point

    By Lauren Barack  |  July 1, 2006

    Ideally, Gary Zaugg would chat with his computer, have it input client notes, and file appropriate details into the correct folders--all without the Virginia Beach,...

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